I found this picture very interesting today: From the perspective of investment selection: In the current tariff context, if the US and China decouple in the long term, then NVIDIA, Amazon, and Apple will face difficulties in long-term business growth. Before the supply chain completes better migration and restructuring, their stock prices will definitely be dragged down! Excluding these three, Bitcoin should now be in the fourth position, which is NVIDIA's market value. Still 50% short.
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